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Courtney M Shrewsberry

Steward Partners Investment Advisory, LLC

Stamford, CT

Naples, FL

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-29
LA RA APPROVED 2024-05-29
TX RA APPROVED 2024-05-23
  • FL RA
    APPROVED
    Since 2024-05-29
  • LA RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED
    Since 2024-05-23

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

3555 Kraft Road Suite 200, Naples, FL 34105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 02/2010 05/2024
Bank Of America, N.A. Naples FL 01/2018 05/2024
Steward Partners Global Advisory, Llc Naples FL 05/2024 Present
Steward Partners Investment Solutions, Llc Naples FL 05/2024 Present
Steward Partners Investment Advisory, Llc Naples FL 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-21
S63 Uniform Securities Agent State Law Examination 2012-02-04
  • S65 Uniform Investment Adviser Law Examination
    2012-09-21
  • S63 Uniform Securities Agent State Law Examination
    2012-02-04
Designations
Other Names
  • Courtney M Meaney

View on SEC IAPD

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